# budget_template by xiaocuisanmin

VIEWS: 0 PAGES: 7

• pg 1
```									Major Donor Revenue Projection
Purpose: This set of spreadsheets will do several things:
1. Using a gift pyramid based on giving levels in your mid-level and major gift program, you can project
revenue within each level.
2. The sheet will calculate the average gift for each level and for the total program.
3. Expenses can be itemized. The variance between projected and actual is calculated.
4. The summary report calculates the variance between current, last and projected revenues for each
giving level and for total giving.
5. Return on investment and cost of funds raised are calculated on the summary report.

1. Data worksheet: This worksheet is where you enter current fiscal year, projected fiscal year, and
actual fiscal year data for the giving levels. You also enter expense information. This information is
entered in the light blue fields.
If you wish to change the dollar levels within the pyramid, replace the values in the yellow area on
the data worksheet. The changes will be reflected throughout the worksheet. There are a total of nine
levels.
2. Summary Report: Do not enter any data into this worksheet. This worksheet calculates the
variances (percentage change) of the actual results against last year and against projection. It also
summarizes the percentage of total givers and revenue generated by major giving, return on investment,
cost of funds, and average gift.

If you enter data other than in fields marked in blue, you may overwrite a formula that does the
calculations for you.

Major Donor Revenue Projection
Worksheet
Enter data only in those cells shaded blue.
9/24/04 2:11 PM               changing the gift ranges.

Revenues

Total Membership/Donor Revenue (Previous Actual) =             \$9,328,000
Total Member/Donor Numbers (Previous Actual) =                   105,654

Enter the number of gifts currently on your donor file in these ranges below.
Enter the actual revenue in each group below.

Actual -- Previous Fiscal Year
Gift Range      Member #         Total \$        Avg \$
\$25,000+                1          \$25,000     \$25,000
\$10,000-24,999             2          \$22,000     \$11,000
\$5000-9999              10          \$58,000      \$5,800
\$2500-4999              55         \$151,250      \$2,750
\$1000-2499            563        \$1,013,400      \$1,800
\$750-999               49          \$36,750        \$750
\$500-749             509          \$300,310        \$590
\$360-499             612          \$223,380        \$365
\$250-360             558          \$140,616        \$252
Total            2,359        \$1,970,706        \$835

Project the number of gifts in each range below:
Project the annual contribution for each group below:

Projected Revenues
Gift Range   Member #            Total \$        Avg \$
\$25,000+            1              \$25,000     \$25,000
\$10,000-24,999         3              \$33,000     \$11,000
\$5000-9999          12              \$63,600      \$5,300
\$2500-4999          60             \$165,000      \$2,750
\$1000-2499         600           \$1,080,000      \$1,800
\$750-999           50              \$37,500        \$750
\$500-749          525             \$309,750        \$590
\$360-499          625             \$228,125        \$365
\$250-360          580             \$146,160        \$252
Total         2,456           \$2,088,135        \$850

Enter actual number of gifts in each range below:
Enter actual annual revenue for each group below:

Actual Revenues
Gift Range    Member #           Total \$        Avg \$
\$25,000+             1             \$25,000     \$25,000
\$10,000-24,999          2             \$29,852     \$14,926
\$5000-9999          10              \$55,850      \$5,585
\$2500-4999          58             \$167,040      \$2,880
\$1000-2499         573           \$1,107,036      \$1,932
\$750-999           49              \$36,750        \$750
\$500-749          527             \$311,457        \$591
\$360-499          633             \$232,944        \$368
\$250-360          592             \$148,592        \$251
Total         2,445           \$2,114,521        \$865

Total Membership/Donor Revenue (Actual) =                     \$10,098,000
Total Member/Donor Numbers (Actual) =                            104,264

Station:
Name:

Expenses
Projected     Actual      Variance
Printing:
Envelopes                                          \$500       \$350        30%
Thank you cards
Brochures
Donor Benefits                                    \$2,000                  100%
Event 1                                          \$22,000    \$24,000        -9%
Event 2
Graphic Design                                    \$1,500                  100%
Lettershop                                        \$2,500     \$3,000       -20%
Postage                                           \$2,500     \$1,800        28%
Promotion & Marketing
Recognition
Supplies
Telemarketing
Training & Consulting                             \$5,000                  100%
Travel                                            \$3,000                  100%
Other 1
Other 2
Other 3
Other 4

Total Out of Pocket Expenses                   \$40,500    \$30,350        25%

Salaries*                                        \$60,000    \$58,000         3%
Salary Overhead %                                   42%        42%          0%
Total Salary Expense                            \$85,200    \$82,360         3%

Total Expenses                                     \$125,700 \$112,710       10%
* Include salaries for fundraising and support personnel.

Comparison -- Actual vs Projection vs Previous Year

Variance Variance
Actual vs Actual vs
Revenue Levels % Ttl Rev Projection Last Yr
\$25,000+         0.25%        0.0%     0.0%        Total Donor #, \$1000+          644
\$10,000-24,999   0.30%       -9.5%    35.7%        % of Total Donors            0.6%
\$5000-9999       0.55%      -12.2%    -3.7%        Total Revenue \$1000+    \$1,384,778
\$2500-4999       1.65%        1.2%    10.4%        % of Total Revenue          13.7%
\$1000-2499      10.96%        2.5%     9.2%        Average Gift \$1000+         \$2,150
\$750-999         0.36%       -2.0%     0.0%        Total Expenses            \$125,700
\$500-749         3.08%        0.6%     3.7%        ROI                           11.0
\$360-499         2.31%        2.1%     4.3%        Cost of Funds                \$0.09
\$250-360         1.47%        1.7%     5.7%
Total \$1000+          13.7%
Total \$250-\$999        7.2%

Variance Variance
Actual vs Actual vs
Donor Levels        % Ttl # Projection Last Yr
\$25,000+              0.00%          0.0%   0.0%
\$10,000-24,999        0.00%        -33.3%   0.0%
\$5000-9999            0.01%        -16.7%   0.0%
\$2500-4999            0.06%         -3.3%   5.5%
\$1000-2499            0.55%         -4.5%   1.8%
\$750-999              0.05%         -2.0%   0.0%
\$500-749              0.51%          0.4%   3.5%
\$360-499              0.61%          1.3%   3.4%
\$250-360              0.57%          2.1%   6.1%
Total \$1000+           0.6%
Total \$250-\$999        1.7%

Major Donor Revenue Projection -- For illustration only.
Worksheet
Enter data only in those cells shaded blue.

Revenues

Total Membership/Donor Revenue (Previous Actual) =           \$9,328,000
Total Member/Donor Numbers (Previous Actual) =                 105,654

Enter the number of gifts currently on your donor file in these ranges below.
Enter the actual revenue in each group below.

Actual -- Previous Fiscal Year
Gift Range      Member #         Total \$        Avg \$
\$25,000+                1          \$25,000     \$25,000
\$10,000-24,999             2          \$22,000     \$11,000
\$5000-9999              10          \$58,000      \$5,800
\$2500-4999              55         \$151,250      \$2,750
\$1000-2499            563        \$1,013,400      \$1,800
\$750-999               49          \$36,750        \$750
\$500-749             509          \$300,310        \$590
\$360-499             612          \$223,380        \$365
\$250-360             558          \$140,616        \$252
Total            2,359        \$1,970,706        \$835

Project the number of gifts in each range below:
Project the annual contribution for each group below:

Projected Revenues
Gift Range   Member #            Total \$        Avg \$
\$25,000+            1              \$25,000     \$25,000
\$10,000-24,999         3              \$33,000     \$11,000
\$5000-9999          12              \$63,600      \$5,300
\$2500-4999          60             \$165,000      \$2,750
\$1000-2499         600           \$1,080,000      \$1,800
\$750-999           50              \$37,500        \$750
\$500-749          525             \$309,750        \$590
\$360-499          625             \$228,125        \$365
\$250-360          580             \$146,160        \$252
Total         2,456           \$2,088,135        \$850

Enter actual number of gifts in each range below:
Enter actual annual revenue for each group below:

Actual Revenues
Gift Range    Member #           Total \$        Avg \$
\$25,000+             1             \$25,000     \$25,000
\$10,000-24,999          2             \$29,852     \$14,926
\$5000-9999          10              \$55,850      \$5,585
\$2500-4999          58             \$167,040      \$2,880
\$1000-2499         573           \$1,107,036      \$1,932
\$750-999           49              \$36,750        \$750
\$500-749          527             \$311,457        \$591
\$360-499          633             \$232,944        \$368
\$250-360          592             \$148,592        \$251
Total         2,445           \$2,114,521        \$865

Total Membership/Donor Revenue (Actual) =                   \$10,098,000
Total Member/Donor Numbers (Actual) =                          104,264

Enter data only in those cells shaded blue.

illustration only.
Station:
Name:

Enter data only in those cells shaded blue.

Expenses
Projected    Actual      Variance
Printing:
Envelopes                                          \$500        \$350       30%
Thank you cards
Brochures
Donor Benefits                                    \$2,000                  100%
Event 1                                          \$22,000    \$24,000        -9%
Event 2
Graphic Design                                    \$1,500                  100%
Lettershop                                        \$2,500      \$3,000      -20%
Postage                                           \$2,500      \$1,800       28%
Promotion & Marketing
Recognition
Supplies
Telemarketing
Training & Consulting                             \$5,000                  100%
Travel                                            \$3,000                  100%
Other 1
Other 2
Other 3
Other 4

Total Out of Pocket Expenses                    \$40,500    \$30,350        25%

Salaries*                                        \$60,000    \$58,000          3%
Salary Overhead %                                   42%        42%           0%
Total Salary Expense                            \$85,200    \$82,360          3%

Total Expenses                                     \$125,700 \$112,710       10%
* Include salaries for fundraising and support personnel.

Enter data only in those cells shaded blue.

Comparison -- Actual vs Projection vs Previous Year -- for illustration only

Variance Variance
Actual vs Actual vs
Revenue Levels % Ttl Rev Projection Last Yr
\$25,000+         0.25%        0.0%     0.0%         Total Donor #, \$1000+       644
\$10,000-24,999   0.30%       -9.5%    35.7%         % of Total Donors         0.6%
\$5000-9999       0.55%      -12.2%    -3.7%         Total Revenue \$1000+ \$1,384,778
\$2500-4999       1.65%        1.2%    10.4%         % of Total Revenue       13.7%
\$1000-2499      10.96%        2.5%     9.2%         Average Gift \$1000+      \$2,150
\$750-999         0.36%       -2.0%     0.0%         Total Expenses         \$125,700
\$500-749         3.08%        0.6%     3.7%         ROI                        11.0
\$360-499         2.31%        2.1%     4.3%         Cost of Funds             \$0.09
\$250-360         1.47%        1.7%     5.7%
Total \$1000+         13.71%
Total \$250-\$999       7.23%

Variance Variance
Actual vs Actual vs
Donor Levels        % Ttl # Projection Last Yr
\$25,000+              0.00%          0.0%   0.0%
\$10,000-24,999        0.00%        -33.3%   0.0%
\$5000-9999            0.01%        -16.7%   0.0%
\$2500-4999            0.06%         -3.3%   5.5%
\$1000-2499            0.55%         -4.5%   1.8%
\$750-999              0.05%         -2.0%   0.0%
\$500-749              0.51%          0.4%   3.5%
\$360-499              0.61%          1.3%   3.4%
\$250-360              0.57%          2.1%   6.1%
Total \$1000+          0.62%
Total \$250-\$999       1.73%